INDATA
Editor’s Note: We recently spoke with Evan Fire, Chief Operating Officer and Managing Principal at Pzena Investment Management, who shared his perspective on model-agnostic architecture, AI governance, and explainability in…
read more
Firms are managing and using greater amounts of sensitive investment data. With this comes significant responsibility for compliance and fiduciary data privacy. Securing this information and being able to administer…
read more
As investment firms expand, they often encounter performance attribution reporting gaps. With growth in portfolios to manage, strategies to execute, and data to analyze, reporting can quickly become a considerable…
read more
Leveraging artificial intelligence (AI) in the investment industry has delivered efficiency and insights. It’s also become a tool for compliance monitoring. For it to be effective and consistent, AI governance…
read more
Key Takeaways Centralized reporting for investment management supports efficient operations by streamlining and automating once manual tasks. Data silos are often the biggest obstacle to gaining visibility across performance. Using…
read more
Key Takeaways Establishing internal reporting transparency provides many benefits to firms, including greater efficiency, accountability, and visibility. Data integrity and accuracy are key barriers to transparent reporting, but organizations can…
read more
Key Takeaways An executive dashboard for investment management offers visibility across the firm in snapshots. The data highlighted in investment dashboards drives actionable insights that ensure decision-making is data-driven. The…
read more
Key Takeaways Disconnected investment management systems create challenges around visibility and efficiency. Integrated front-to-back office systems eliminate data siloes with a single source of truth. Firms can make data-driven decisions…
read more
Key Takeaways Data-driven decision-making represents the future of investment management because it supports better performance and operational improvements. Siloed data is often the biggest challenge for firms to use data-driven…
read more
Key Takeaways Real-time KPI dashboards offer clear, transparent views into operations and performance. Customizable investment management metrics can include performance, risk, compliance, asset allocation, and more. The best use cases…
read more